Project Budgets in Pastel

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  • Santa
    New Member
    • Oct 2023
    • 2

    #1

    Project Budgets in Pastel

    Good day, Please assist. I have loaded the budgets on the individual projects but they do not pull through to the Main budget of the Company...THanks,
  • Neville Bailey
    Diamond Member

    • Nov 2010
    • 2786

    #2
    Project budgets run separately from the company budgets.

    You will need to load the company budgets under Edit...General Ledger...Budgets.
    Neville Bailey - Sage Pastel Accounting Consultant
    www.accountingsoftwaresupport.co.za
    neville@accountingsoftwaresupport.co.za
    IronTree Online Solutions

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    • Santa
      New Member
      • Oct 2023
      • 2

      #3
      Originally posted by Neville Bailey
      Project budgets run separately from the company budgets.

      You will need to load the company budgets under Edit...General Ledger...Budgets.
      THank you!

      Comment

      • Alec Candiotes
        Full Member

        • Jul 2019
        • 71

        #4
        Hi Santa

        I love it when people budget on project level. Well done! Very few companies budget, let alone budget to project level.

        There is a table that carries your project budget information, called CostCodeBudgets (you can view this in Pervasive Control Center). This table is linked to the data file ACCCCBUDG.dat. You can build awesome dashboards and automated BI reports directly from source files.

        If you are not certain how to do this, you can try out our apps. We have customisable app called MyReports. We use this to build customer specific automated reports, dashboards or BI insight from any table in your Pastel database. We can also combine and link multiple tables.

        Let me know if you have any questions - alec@mybi.co.za or 0729979553.

        Kindest regards,
        Alec
        Alec Candiotes (CA) SA
        Business Intelligence and Report Automation developer

        www.mybi.co.zaalec@mybi.co.za • 072 997 9553

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